See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,994 | $127,065-38.6% | $113,168-31.1% | $142,382-45.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 4.07% | 24.03%-20.0pp | 24.27%-20.2pp | 217.08%-213.0pp |
| Employer contribution / active EE | $11,218 | $3,442+225.9% | $2,975+277.0% | $4,299+160.9% |
| Participant deferral / active EE | $4,440 | $5,716-22.3% | $5,107-13.1% | $6,507-31.8% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |